Ackerman Asset Management

Latest statistics and disclosures from Ackerman Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, OEF, SPY, IWB, QQQ, and represent 78.95% of Ackerman Asset Management's stock portfolio.
  • Added to shares of these 6 stocks: IWM (+$5.1M), ICSH, BMNR, PLTR, SGOV, QQQ.
  • Started 4 new stock positions in BMNR, IWM, PLTR, ICSH.
  • Reduced shares in these 6 stocks: JPST, SPY, IVV, CBNK, OEF, VTI.
  • Ackerman Asset Management was a net buyer of stock by $5.3M.
  • Ackerman Asset Management has $140M in assets under management (AUM), dropping by 11.87%.
  • Central Index Key (CIK): 0002067071

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Portfolio Holdings for Ackerman Asset Management

Ackerman Asset Management holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 39.6 $55M 83k 669.30
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Ishares Tr S&p 100 Etf (OEF) 21.2 $30M 89k 332.84
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.4 $10M -2% 16k 666.19
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Ishares Tr Rus 1000 Etf (IWB) 5.7 $8.0M 22k 365.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $7.0M 12k 600.37
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.7 $6.5M -5% 129k 50.73
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Ishares Tr Russell 2000 Etf (IWM) 3.6 $5.1M NEW 21k 241.96
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 3.3 $4.6M 81k 57.52
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Ishares Tr 0-3 Mnth Treasry (SGOV) 2.2 $3.1M +3% 30k 100.70
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Select Sector Spdr Tr Technology (XLK) 1.0 $1.4M 5.0k 281.86
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Apple (AAPL) 0.9 $1.3M 5.2k 254.63
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Capital Bancorp (CBNK) 0.7 $1.0M -10% 32k 31.90
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $774k 1.3k 612.38
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Ishares Tr Us Aer Def Etf (ITA) 0.5 $749k 3.6k 209.26
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Ishares Tr Ultra Short Dur (ICSH) 0.4 $612k NEW 12k 50.75
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Ishares Tr Russell 3000 Etf (IWV) 0.4 $512k 1.4k 378.94
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Ark Etf Tr Israel Inovate (IZRL) 0.4 $505k 17k 29.12
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $394k 783.00 502.74
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Vaneck Etf Trust Israel Etf (ISRA) 0.3 $371k 6.8k 54.60
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Home Depot (HD) 0.2 $311k 767.00 405.19
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Marriott Intl Cl A (MAR) 0.2 $305k 1.2k 260.44
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Ishares Msci Germany Etf (EWG) 0.2 $296k 7.1k 41.61
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Bitmine Immersion Tecnologie Com New (BMNR) 0.2 $277k NEW 5.3k 51.93
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Ishares Msci Netherl Etf (EWN) 0.2 $259k 4.5k 58.01
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.2 $251k 7.8k 32.31
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Cohen & Steers infrastucture Fund (UTF) 0.2 $236k 9.5k 24.80
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $233k -3% 709.00 328.17
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Palantir Technologies Cl A (PLTR) 0.2 $225k NEW 1.2k 182.42
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Past Filings by Ackerman Asset Management

SEC 13F filings are viewable for Ackerman Asset Management going back to 2025